About Smartie

In October 2026, we launched Smartie AI, our 24/7 SMSF technical support agent, to our founding twenty members. Now it’s ready for everyone.

Join us for a live walkthrough of Smartie AI as a finished platform, how our existing members are using Smartie in their practice, and see how it fits into the way you already work. Smartie combines enterprise-grade AI with Smarter SMSF’s curated knowledge base, so answers are grounded in current legislation, not the open internet.

What you’ll see:

• A live demo. Smartie works through real SMSF technical questions that our founding twenty members are asking, with explanations and regulatory references.
• The Smartie Squad. Six specialist agents covering Contributions, Pensions, Investment Rules, Trusteeship, Estate Planning and Fund Taxation.
• Smartie in your workflow. Copy and export answers into file notes, SoAs and client emails.
• Smart escalation. When a question is out of scope, Smartie logs a ticket with our SMSF specialist team.
• How to get started. Understand the available subscriptions, and see how to roll Smartie AI out across your practice.

Your presenter

Smarter SMSF – Training & Education Provider of the Year

SMSF Adviser SMSF Awards 2026

Register Now